When we think of the challenges facing today’s advisor, the list is long – as you likely know too well.

Fee compression, consolidation, outdated tech, succession planning, deal structures, compliance headaches – all are among the chief concerns we hear from our peers in the industry.

As our partners will attest, modern challenges demand modern solutions. Let’s talk about those solutions during a special webinar.

Carson’s Liz Milacek and Mike Wieger will talk about the impact of these concerns and how they can create deeper problems when it comes to the client experience and business inefficiencies. More importantly, they’ll explore ways to address these issues and discover sustainable growth in the process.

Join us for “Modern Solutions to Meet Modern Challenges”. You’ll learn new ways to meet your goals and how Carson equips advisors with the tools to aim higher.

Sign up today.

facebook twitter linkedin mail print
Share Post: facebook twitter linkedin mail print
Recent Posts
Blog

ReFrame | Lacy Garcia

By: Ana Trujillo Limon
Join us live from the SER Summit for Latin@s in FinServ as we interview Lacy Garcia founder and CEO of Willow. Topics of Discussion: Discuss Lacy’s journey into the …
Blog

Go Fish: Find and Become a Valued Advisor to Business Owners

By: Greg Opitz
Carson Wealth Managing Partner Paul West says: “I love working with small business owners. Why? Because I am one.” It’s only natural as an advisor that you would want …
Blog

Culture is Queen: The Case of the Queen Bees, Bros and Old Boys

By: Ana Trujillo Limon
We still haven’t solved the puzzle of building inclusive cultures. But when organizations are able to develop inclusive cultures where women can thrive, they can be more influential and …
Blog

ReFrame | Dr. Lisa Toppin

By: Ana Trujillo Limon
Join Ana Trujillo Limon as she interviews Dr. Lisa Toppin, Carson’s VP of Workforce and Market Expansion. The two will talk about Lisa’s impressive background in the industry and …
1 2 3 6,355